Centerbase | Practice Areas | Trust & Estate Law Software

Trust & Estate Planning Software

You work with clients at every stage of life, all with varying estate planning needs. Provide the excellent service your clients expect from you, backed by powerful tools from Centerbase that help run your estate planning firm.

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Speed Up Your Billing Process

Experience a streamlined billing process regardless of your billing arrangements.

Whether you are handling a probate case, billing hourly, or drafting up estate documents on a project fee arrangement, manage it all in Centerbase.

Easily identify line items to add to your bills so you can get them approved, generated, and out the door to ensure you get paid faster.

Timekeepers no longer need to spend hours of time combing through stacks of paper bills with ePreBill.

Simplify Your Complex Matter Details

Navigate the complex and sensitive nature of estate planning with highly organized matter management.

Ensure your clients’ wishes are executed correctly by tagging all client information, documentation, and notes to the matter.

Collaborate with your team by assigning tasks to your staff or communicating internally with CaseChat so no detail gets missed.

A Single Source of Truth for All of Your Firm’s Financials

Keeping your financial data in one central location improves ease of decision-making and ensures you maintain compliance.

Run reports to drill into details like WIP AR or open your P&L to see the current stage of your firm.

Understand the profitability of your non-billable hours in real time and make operational decisions to improve your cash flows.

Easily manage multiple IOLTA accounts within a single matter, and identify which accounts have available balances and which ones require trust replenishment.

Fully Integrated Accounting

From straightforward requests like naming beneficiaries on retirement accounts to more complex matters that involve multiple trusts or heirs, keep all of your documents organized in Centerbase.

Stay organized and remain productive knowing that your files are all together.

You’ll save time by not having to separately record your time and you’ll be able to bill faster, knowing that time entry is already associated with the client.

With the most complete integration, you can reap all the benefits of NetDocuments without ever leaving Centerbase. Check out our NetDocuments integration.

Frequently Asked Questions

  • Is Centerbase cloud-based?

    Yes, Centerbase is entirely cloud-based which means you can securely access it from a browser anywhere you have an internet connection. No need to be on-site at your firm.

  • How secure is Centerbase?

    Very. At Centerbase, we understand your responsibility to your clients to keep their personal information safe, secure, and confidential. With over 16 years of incident-free experience hosting clients in our secure Cloud infrastructure, we create a safe environment for both you and your client’s information.

    We run 24/7 high availability VMWARE clusters that allow us to keep your services up and running continuously. We have maintained a 99.999% uptime with an average of <5 minutes of total downtime per year. Want to learn more? Check out our security information.

  • My firm bills in a variety of ways. Can Centerbase support hourly, subscription, and flat-fee billing?

    Yes, Centerbase supports a variety of billing arrangements including hourly, flat-fee, subscription, project, contingent, and more!

  • Is Centerbase's legal management software built specifically for my practice area?

    Centerbase is entirely configurable meaning that the system can be set up to work for your firm. Working alongside our implementation team, your firm can set up custom fields in Centerbase so that you aren’t pigeonholed into preset forms and you can organize your matters the way you want. In addition, with Centerbase’s additional custom reporting, you can see the data you want to see, so you can make strategic decisions for your firm.

  • Does Centerbase have a mobile app?

    We do! Available in both the Apple App Store and Google Play Store, you can carry your law firm in the palm of your hand or your back pocket with the Centerbase app. Click here to download for iOS. Click here to download for Android.

  • What is trust & estate law software?

    Trust & estate legal software is a centralized hub that houses the tools you need to run your firm. Within it, a dedicated practice management interface allows you to see all the moving pieces of your matters (clients, documents, notes, etc.) alongside a fully integrated billing and legal accounting system.

  • What does trust & estate law software do?

    Trust & estate legal software helps you stay organized and keeps your firm in compliance. It helps firms keep tasks organized as they deal with a wide range of matters, all with varying billing arrangements. Trust & estate legal software also helps attorneys maintain order so that clients can be confident that their wishes and plans for their estate will be executed in the way they have requested, with little to no hurdles for their beneficiaries.

Explore All Centerbase Core Features

Accounting

Billing

Calendaring

Document Management

Matter Management

Project Management

Reporting

Timekeeping

Centerbase is More Than Just Legal Software

White Glove Data Migration and Implementation Service

Sit back, relax and let us do the heavy lifting. Our full-service migration and data conversion team makes it easy to switch to Centerbase with complete data-history imports.

Dedicated Client Support Team

You don’t have to go at it alone. Centerbase’s customer support teams are here to answer your questions and to ensure you’re getting the most out of your tools.

Detailed Support Resources and Client Community

24/7 access to detailed product support articles, video training programs, and our thriving client community means your never left out in the cold.

Get Started Today

    Have questions? Call (214) 295-5400 or email sales@centerbase.com.
    Our team of product specialists is available Monday to Friday from 8:30 a.m. to 5:30 p.m. CT.